Energy Market Trends for Remainder of 2026 and Cascading Macro/Geopolitical Impacts
Energy Market Trends for Remainder of 2026 and Cascading Macro/Geopolitical Impacts Energy Market Fundamentals The current oil market is dominated by the largest supply disruption in history: the US-Israel strikes on the Islamic Republic (late Feb 2026) and ensuing near-blockade of the Strait of Hormuz (handling ~20 mb/d pre-conflict). Gulf producers (incl. OPEC+ members) have […]
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Contemplations, Situation Reports







